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FCWGX vs SRIAX
FCWGX vs SRIAX Comparison
Open Charts FCWGX vs SRIAX
American Funds Capital World Gr&Inc529F2
Price$65.28
Change+$1.22 (+1.90%)
VolumeN/A
Net Assets125.4B
FCWGX vs SRIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 125B vs. SRIAX (21.5M). FCWGX pays higher dividends than SRIAX: FCWGX (1.86) vs SRIAX (1.47). FCWGX was incepted earlier than SRIAX: FCWGX (5 years) vs SRIAX (18 years). SRIAX (2.59) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). FCWGX has a lower initial minimum investment than SRIAX: FCWGX (250) vs SRIAX (1000). FCWGX annual gain was more profitable for investors over the last year : 5.26 vs. SRIAX (-2.39).
| FCWGX | SRIAX | FCWGX / SRIAX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 2.59 | 20% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 3.112 | 0.640 | 486% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 21.5M | 581,395% |
| Annual Yield % from dividends | 1.86 | 1.47 | 126% |
| Returns for 1 year | 5.26 | -2.39 | -220% |
| Returns for 3 years | 27.82 | 4.12 | 675% |
| Returns for 5 years | N/A | 20.25 | - |
| Returns for 10 years | N/A | -9.06 | - |
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